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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Nashville | TN | 03/2006 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Nashville | TN | 03/2006 | 07/2021 |
| Josh Marcum | Antioch | TN | 02/2012 | 07/2021 |
| Sinor Marcum Group | Mt. Juliet | TN | 10/2017 | 07/2021 |
| Bni | Nashville | TN | 04/2018 | 10/2020 |
| Lpl Financial Llc | Nashville | TN | 07/2021 | Present |
1) 6/2011 - Josh Marcum / Real Estate Rental / 5008 & 5006 Stillwood Dr, Nashville, TN, , 37220 / Investment Related / 1% / 5008 & 5006 Stillwood Dr, Nashville, TN, , 37220 2) 3/2006 - VARIOUS INSURANCE CARRIERS FOR W & R INSURANCE AGENCIES / Other / fixed insurance / Investment Related / 0HR/MO / NASHVILLETennessee 3) 2017 - Sinor Marcum Group LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 160HRS/MO / 404 BNA Dr. Ste 404, Nashville, TN 37217 4) 2020 - Elevation Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / 0HR/MO / 404 BNA Dr. Ste 404, Nashville, TN 37217
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-17 |
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